Meadowbrook Wealth Management, LLC Portfolio Holdings

Meadowbrook Wealth Management, LLC

  • $87.6 Billion
  • Q4 2025

Meadowbrook Wealth Management, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $87.6 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $9.38B, Shopify Inc. with a value of $9.31B, App Lovin Corp with a value of $6B, Abb Vie Inc. with a value of $4.94B, and Nvidia Corp with a value of $4.27B.

Examining the 13F form we can see an decrease of $8.57B in the current position value, from $96.2B to 87.6B.

Meadowbrook Wealth Management, LLC is based out at Garden City, NY

Below you can find more details about Meadowbrook Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $87.6 Billion
Technology: $30.8 Billion
Consumer Cyclical: $12.9 Billion
Healthcare: $11.9 Billion
Financial Services: $8.61 Billion
Industrials: $4.95 Billion
Communication Services: $3.4 Billion
ETFs: $3.2 Billion
Real Estate: $1.38 Billion
Other: $2.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$9.38 Billion 10.7% of portfolio
40,620
Q4 2025 Added 1.18%
$174B
$9.31 Billion 10.62% of portfolio
57,826
Q4 2025 Reduced 0.29%
$163B
$6 Billion 6.85% of portfolio
8,902
Q4 2025 Reduced 7.16%
$414B
$4.94 Billion 5.64% of portfolio
21,639
Q4 2025 Added 30.44%
$465B
$4.27 Billion 4.87% of portfolio
22,879
Q4 2025 Reduced 23.11%
$971B
$3.58 Billion 4.09% of portfolio
3,335
Q4 2025 Added 170.26%
$328B
$3.51 Billion 4.01% of portfolio
11,400
Q4 2025 Added 3.26%
$3.78T
$2.86 Billion 3.26% of portfolio
5,912
Q4 2025 Reduced 3.65%
$102B
$2.59 Billion 2.96% of portfolio
22,899
Q4 2025 Added 27.5%
$533B
$2.36 Billion 2.7% of portfolio
6,738
Q4 2025 Reduced 1.89%
$881B
$2.35 Billion 2.68% of portfolio
7,298
Q4 2025 Added 2.13%
$1.65T
$1.88 Billion 2.15% of portfolio
6,015
Q4 2025 Added 11.29%
$139B
$1.78 Billion 2.04% of portfolio
5,155
Q4 2025 Reduced 4.0%
$265B
$1.5 Billion 1.71% of portfolio
1,707
Q4 2025 Reduced 9.3%
Nebius Group N V Cl A
-
$1.46 Billion 1.67% of portfolio
-
Q4 2025 Reduced 20.92%
$115B
$1.41 Billion 1.61% of portfolio
3,001
Q4 2025 Reduced 0.4%
$4.3T
$1.25 Billion 1.43% of portfolio
4,609
Q4 2025 Added 2.22%
Goldman Sachs S&P 500 Premium Income ETF
-
$1.21 Billion 1.38% of portfolio
-
Q4 2025 Added 4.87%
$228B
$1.16 Billion 1.33% of portfolio
9,270
Q3 2025 New
Direxion Daily Nvda Bull 2 X ETF
-
$1.05 Billion 1.2% of portfolio
-
Q4 2025 Reduced 7.0%
Goldman Sachs Nasdaq 100 Premium Income ETF
-
$1.04 Billion 1.18% of portfolio
-
Q4 2025 Added 23.62%
$59.8B
$990 Million 1.13% of portfolio
5,350
Q4 2025 Reduced 3.95%
$1.37T
$994 Million 1.13% of portfolio
1,506
Q4 2025 Reduced 25.11%
$170B
$941 Million 1.07% of portfolio
6,128
Q4 2025 Added 7.45%
Coreweave Inc Cl A
-
$930 Million 1.06% of portfolio
-
Q4 2025 Reduced 25.58%
Reddit Inc Cl A
-
$802 Million 0.92% of portfolio
-
Q4 2025 Reduced 12.53%
$181B
$789 Million 0.9% of portfolio
9,660
Q4 2025 Reduced 10.4%
$291B
$771 Million 0.88% of portfolio
1,345
Q4 2025 Added 14.96%
$8.16B
$764 Million 0.87% of portfolio
4,054
Q4 2025 Added 150.09%
$191B
$750 Million 0.86% of portfolio
140
Q4 2025 Reduced 6.67%
$190B
$740 Million 0.84% of portfolio
6,338
Q4 2025 New
$0
$690 Million 0.79% of portfolio
38,955
Q4 2025 Reduced 6.95%
$512B
$662 Million 0.76% of portfolio
1,160
Q4 2025 Reduced 11.79%
$0
$639 Million 0.73% of portfolio
937
Q4 2025 Added 9.59%
Rlj Lodging Tr Cuml Conv Pfd Ser A
-
$564 Million 0.64% of portfolio
-
Q4 2025 Added 15.26%
$269B
$524 Million 0.6% of portfolio
2,582
Q4 2025 Added 12.9%
$103B
$482 Million 0.55% of portfolio
6,075
Q4 2025 Added 23.35%
$36B
$466 Million 0.53% of portfolio
4,687
Q4 2025 Added 2.18%
$0
$456 Million 0.52% of portfolio
32,970
Q4 2025 Added 0.3%
$156B
$439 Million 0.5% of portfolio
3,575
Q4 2025 New
$1.29T
$424 Million 0.48% of portfolio
942
Q4 2025 Reduced 65.96%
$279B
$418 Million 0.48% of portfolio
3,749
Q4 2025 Reduced 3.85%
$0
$417 Million 0.48% of portfolio
9,330
Q4 2025 Added 86.79%
$65.2B
$390 Million 0.45% of portfolio
765
Q4 2025 Reduced 3.16%
$0
$391 Million 0.45% of portfolio
22,100
Q4 2025 Added 31.16%
$52.5B
$396 Million 0.45% of portfolio
24,000
Q3 2025 New
$35.1B
$385 Million 0.44% of portfolio
6,833
Q3 2025 New
$0
$378 Million 0.43% of portfolio
8,033
Q4 2025 Added 11.83%
$0
$355 Million 0.41% of portfolio
6,114
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $87.6 Billion
  • Prior Value $96.2 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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